ZipRecruiter

Log In

1

Senior Client Advisor Jobs in Rhode Island (NOW HIRING)

Jobless

Senior Project Manager

Pawtucket, RI · On-site

$110 - $150/hr

Build and manage client relationships; align expectations with sponsors and stakeholders in ... ABOUT US Envision Technology Advisors, LLC is a team of dedicated, innovative professionals with a ...

Envisionsuccess

Senior Project Manager

Pawtucket, RI · On-site

$90 - $130/hr

Envision Technology Advisors, LLC is a team of dedicated, innovative professionals with a wealth of ... With a global client base and diverse set of services, we're delivering so much more than any "MSP ...

Verdantas

Senior Planner / Planning Leader

Pawtucket, RI · On-site

$100K - $115K/yr

... client-focused solutions for public-sector and government agencies. As a Senior Planner, you will ... Serve as a trusted advisor to public-sector clients on land use planning, zoning, comprehensive ...

previous pagenext page

Showing results 21-40

All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Rhode Island

Senior Client Advisor information

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are popular job titles related to Senior Client Advisor jobs in Rhode Island?

For Senior Client Advisor jobs in Rhode Island, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Rhode Island look for?

The top searched job categories for Senior Client Advisor jobs in Rhode Island are:

What cities in Rhode Island are hiring for Senior Client Advisor jobs?

Cities in Rhode Island with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in RI?

For Senior Client Advisor jobs in RI, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Rhode Island as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution.

Senior Project Manager

Envision Technology Advisors LLC

Pawtucket, RI • On-site

Full-time

Posted 21 days ago

Key responsibilities

  • Manage projects of high complexity across multiple technology domains.

  • Build and manage client relationships, communicate project status, risks, and expectations.

  • Coordinate resources, monitor project progress, and ensure project outcomes meet client needs.

Job description

ABOUT US
Envision Technology Advisors, LLC is a team of dedicated, innovative professionals with a wealth of experience and skills. With a global client base and diverse set of services, we're delivering so much more than any "MSP" or "Consultancy" could ever offer. We are leaders, and are a model for what the IT Industry is only just now beginning to recognize as a "Technology Success Partner" (TSP). Our singular goal is to collaborate with our clients to help them become Future Ready: Resilient, Agile, and Competitive. With innovation at the core of all we do, we've assembled talent from around the globe to deliver on our vision for what the modern workplace can be.
What you'll do
  • Manage projects of high complexity across multiple technology domains.
  • Build and manage client relationships; align expectations with sponsors and stakeholders in accordance with project and/or agreement scope; proactively surface risks, decisions, and tradeoffs to maintain alignment to scope, priorities and outcomes.
  • Manage projects per the established scope, timeline, and budget.
  • Identify PM team processes and gaps and areas for potential enhancements, document, and review with team.
  • Research tools and platforms for departmental gain and to better team.
  • Demonstrates a knowledge of projects and project management within the context of business results (business case, larger economic implications, business risk, etc.)
  • Ensure project data integrity and documentation are accurate, timely, and coordinated.
  • Report progress of projects, Senior PM, Services team, vCTOs and various stakeholders both internally and to the client.
  • Develop trust, credibility, and strong client relationships; seek opportunities to add value to internal and external client initiatives.
  • Provide proactive communications to the client and assigned internal team members.
  • Communicate project lifecycle, to include project activities, schedules, and deliverables to clients.
  • Alert stakeholders of risks to meeting the baselined project plan timeline and budget.
  • Coordinate and communicate to the client about their responsibilities and expectations for a successful project.
  • Develop, monitor, and communicate status of project plans and reports.
  • Identify, request and coordinate project resources including third-party vendors as needed, based on the agreed upon project timeline.
  • Assure that project outcomes meet the client's needs as defined in the Statement of Project Outcomes and Technical Implementation Plans.
  • Manage project change of scope, change orders, and communicate changes with client and project team.
  • Inform clients when project deliverables are completed.
  • Maintain project plans, including meeting minutes and Dependencies.
  • Track daily project tasks, assets, risks, and address any issues that may arise.
  • Track and manage all products associated with projects.
  • Participate or facilitate in internal & Client facing project kickoff meetings to
    • Review project objectives/expectations
    • Statement of Project Outcomes, Scope, and Implementation Plan
    • Change to scope and change order policy
    • Verify Client requirements and dates
  • Coordinate additional Envision initiatives and projects.
  • Assign resources and delegate tasks to ensure successful project completion.
  • Other duties as assigned.

Qualifications
  • PMP Certification is required.
  • 7+ years' experience of technical project management experience delivering cloud software, cloud and infrastructure solutions.
  • Excellent written and verbal communication skills.
  • Able to self-direct and prioritize tasks.

Apply